WCAMG
Woodard & Company Asset Management Group’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.36M | Buy |
8,132
+346
| +4% | +$100K | 0.43% | 36 |
|
|
2025
Q1 | $1.91M | Buy |
7,786
+246
| +3% | +$60.3K | 0.4% | 36 |
|
|
2024
Q4 | $1.81M | Buy |
7,540
+95
| +1% | +$22.8K | 0.39% | 34 |
|
|
2024
Q3 | $1.57M | Buy |
+7,445
| New | +$1.57M | 0.35% | 45 |
|
|
2020
Q2 | – | Sell |
-9,721
| Closed | -$875K | – | 94 |
|
|
2020
Q1 | $875K | Buy |
9,721
+822
| +9% | +$74K | 0.63% | 26 |
|
|
2019
Q4 | $1.24M | Buy |
8,899
+591
| +7% | +$82.4K | 0.75% | 20 |
|
|
2019
Q3 | $978K | Buy |
+8,308
| New | +$978K | 0.62% | 23 |
|
|
2018
Q4 | – | Sell |
-7,475
| Closed | -$842K | – | 128 |
|
|
2018
Q3 | $842K | Buy |
7,475
+70
| +0.9% | +$7.89K | 0.76% | 13 |
|
|
2018
Q2 | $772K | Buy |
7,405
+345
| +5% | +$35.9K | 0.75% | 15 |
|
|
2018
Q1 | $783K | Buy |
7,060
+447
| +7% | +$49.6K | 0.77% | 14 |
|
|
2017
Q4 | $701K | Buy |
+6,613
| New | +$701K | 0.61% | 22 |
|